WAYNE RESEARCH 
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Combining macro and technological analysis to frontrun the next big tech supercycle: AGI, world models and embodied AI.

We aim for 6 to 10 points of alpha versus the MSCI(R) World index annually, with a fifteen year investment horizon. We share our research and theses to help navigate the fastest evolving industry in human history.

WAYNE RESEARCH is a project by Moritz Maibaum and Luca Matteo Lüthje. Follow along by bookmarking.

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